TL;DR
A discovery call is for understanding the prospect's problem, not pitching your solution. Spend 70% of the call listening and asking questions, 20% confirming your understanding, and 10% positioning your solution. The call fails when you spend 30 minutes talking about your product before understanding their situation.
Most salespeople run discovery calls backwards — they pitch, then try to discover needs in the Q&A. This is exactly wrong.
Discovery call structure (30–45 minutes):
Minutes 1–3: Set the agenda. "I'd love to learn about where you're at with [problem area], understand if there's a fit, and if there is, we can talk about what that might look like. Does that work for you?"
Minutes 3–15: Current state. Understand the problem in depth before you say anything about your product. - "Walk me through how you're currently handling [problem area]." - "What's working about your current approach? What's not?" - "How long have you been dealing with this?" - "What have you tried to fix it?"
Minutes 15–22: Implications. Quantify the pain. - "What does this cost you? Time, revenue, team capacity?" - "What happens if this doesn't get solved in the next 6 months?" - "How does this affect [other area of the business]?"
Minutes 22–30: Decision process and timeline. - "If you found the right solution, what would the evaluation and buying process look like?" - "Who else would be involved in this decision?" - "When are you looking to make a change?"
Minutes 30–40: Position your solution. Only now, with full context, do you talk about your product. Connect every point directly to what they told you: "You mentioned [specific problem] — this is exactly where [product] helps. [Company] had the same issue and solved it by..."
Minutes 40–45: Next steps. Never leave a discovery call without a clear next step. "Based on what we talked about, it sounds like [next step] makes sense — can we get that on the calendar before we hang up?"
What to listen for: Budget signals ("we just got funding for this"), urgency signals ("we need this by Q1"), champion signals ("I'm going to bring my VP into our next conversation"), and risk signals ("we tried something similar before and it didn't work").
From Cactus: Cactus trains client sales teams on discovery frameworks and listens to recorded calls to coach on discovery quality — it's the highest-leverage sales skill for improving close rates.
Cactus Marketing embeds with B2B tech startups to turn strategy into pipeline. We've worked with 60+ companies, supported 12 exits, and contributed to $7B+ in client valuations.
Book a free 30-minute call — we'll give you a concrete plan for your situation.
Book a free strategy call →How do I hire my first SDR?
Hire your first SDR only after you've personally closed 5–10 customers and can articulate exactly what messaging, ICP, and objection handling worked. An SDR hired before the founder has figured out the sales motion will fail — they need a playbook to follow, not to build one from scratch.
What should an SDR quota be?
A typical SDR quota in B2B SaaS is 8–15 qualified meetings booked per month, or $150–300K in pipeline generated per quarter. The right number depends on your ACV, lead source, and market. Set quota based on what's achievable from proven activity metrics, not what would be convenient for the business.
How do I onboard an SDR?
Build a structured 30-60-90 day plan with clear milestones: product mastery in week 1, ICP and messaging training in week 2, supervised calling in week 3, and independent ramping with quota from day 31. Document everything — the SDR should have a playbook on day one, not six weeks later.
What is a good SDR conversion rate?
A good SDR conversion rate is 2–5% of outbound contacts to qualified meeting, and 25–40% of qualified meetings to SQL (sales accepted opportunity). Below these benchmarks suggests targeting, messaging, or qualification issues — not necessarily SDR execution.